Sensitive Documents are often required, but we currently do not allow for these to be uploaded. We all know that there is no 100% sure way to keep anything online safe/secure. Enrollsy follows security best practices, but so does the Federal Government, Experian, Target, etc. They've all been hacked and had customer data exposed.
We are working hard to allow for more types of Documents to be securely stored. Meanwhile, we recommend keeping Documents containing highly sensitive information like birth certificates and other forms of ID in a paper file and not requiring them to be uploaded online.
Examples of "sensitive information":
Birth certificate
Social security number
Mother's maiden name
Medical records
Laboratory tests
Insurance information
Education transcripts
Bank account numbers
Credit/debit card numbers
Tax forms
Credit reports
If you're collecting these sensitive Documents in person, why bother tracking them in Enrollsy?
Glad you asked. If you use Enrollsy correctly, you'll be able to track every single required Document (including these sensitive Documents, which are being stored somewhere safe offline). You can accomplish this by adding a Required Document and unchecking the box that requires the customer to upload it. To learn more about Required Documents, go to this support article.
When a sensitive Document is received, it can be marked as complete by you as you receive it. Learn how to mark Documents as complete here. This means you can search for and find those with outstanding Documents without having to dig through a filing cabinet. You can also easily send reminders to those who have not submitted sensitive Documents.